JEPAX Mutual Fund

JEPAX Mutual Fund

NAV$14.12
See how much of JEPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.69%
3 Months
+1.29%
6 Months
+2.97%
YTD
+3.11%
1 Year
+5.45%
3 Years (annualized)
+8.97%
5 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEPAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+8.60%
vs Peers
-5.49%

JEPAX Mutual Fund Performance

JEPAX performance across multiple time periods: 1-month -1.69%, YTD 3.11%, 1-year 5.45%, 3-year 8.97%, 5-year 6.67%.

JEPAX returns trail the peer average of 8.60% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

JEPAX vs another fund shows side-by-side returns. JEPAX alternatives are available in the Mutual Fund Screener.